Investment Consultant

4 weeks ago

Stamford, Connecticut, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and detail-oriented Investment Consultant to join our team at Charles Schwab. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing exceptional service and guidance on investment products and services.

Key Responsibilities
  • Build and maintain strong relationships with existing clients to identify their financial needs and provide tailored solutions.
  • Develop and execute business development strategies to acquire new clients and grow existing relationships.
  • Stay up-to-date on industry trends and product offerings to provide expert advice to clients.
  • Collaborate with cross-functional teams to ensure seamless delivery of services to clients.
Requirements
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program).
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment).
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment).
  • 2 years of experience in the financial services industry.
  • Ability to leverage Business development experience.
  • Passion for gaining knowledge of brokerage/banking products and services.
  • Openness to build strong client relationships.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan.
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Paid parental leave and family building benefits.
  • Tuition reimbursement.
  • Health, dental, and vision insurance.
Why Join Us

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We're an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.

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